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Northeast Financial Consultants Inc: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Northeast Financial Consultants Inc on SPY, newest first. How the timeline and the estimate are built.

Northeast Financial Consultants Inc held 164,807 SPY shares at 2025-06-30 per its 13F-HR filed 2025-08-15.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 164,807 shares
    Change vs previous 13F -2,291 shares

    4.16% of the 13F portfolio, value $101,826,257.

    13F-HR 0001599863-25-000007 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-03-31
    13F 167,098 shares
    Change vs previous 13F -7,640 shares

    4.14% of the 13F portfolio, value $93,472,806.

    13F-HR 0001599863-25-000005 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F 174,738 shares
    Change vs previous 13F +3,132 shares

    4.32% of the 13F portfolio, value $102,410,171.

    13F-HR 0001599863-25-000003 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-09-30
    13F 171,606 shares
    Change vs previous 13F -194 shares

    4.31% of the 13F portfolio, value $98,460,850.

    13F-HR 0001599863-24-000010 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-06-30
    13F 171,800 shares
    Change vs previous 13F +2,255 shares

    4.31% of the 13F portfolio, value $93,497,062.

    13F-HR 0001599863-24-000008 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-03-31
    13F 169,545 shares
    Change vs previous 13F -8,461 shares

    4.35% of the 13F portfolio, value $88,683,860.

    13F-HR 0001599863-24-000006 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-12-31
    13F 178,006 shares
    Change vs previous 13F +1,056 shares

    4.68% of the 13F portfolio, value $84,607,993.

    13F-HR 0001599863-24-000002 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-09-30
    13F 176,950 shares
    Change vs previous 13F not available

    4.74% of the 13F portfolio, value $75,642,551.

    13F-HR 0001599863-23-000009 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).